See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,826 | $148,978-55.1% | $200,582-66.7% | $84,808-21.2% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 16.17% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,286 | $4,815-11.0% | $6,419-33.2% | $2,631+62.9% |
| Participant deferral / active EE | $3,614 | $7,142-49.4% | $9,331-61.3% | $4,212-14.2% |
| Admin fee / account holder | $23,500 | $13,977+68.1% | $16,305+44.1% | $7,344+220.0% |